TimeTracker/docs/CLIENT_FEATURES_IMPLEMENTATION_STATUS.md

Client Features Implementation Status

Date: 2025-01-27
Status: Phase 1 Complete - Core Routes & Templates Updated

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✅ Completed (Phase 1)

1. Time Entry Approval UI

• ✅ Routes added to client_portal.py
• ✅ Navigation link added with badge
• ✅ Dashboard widget for pending approvals
• ⏳ Templates needed: approvals.html, approval_detail.html

2. Quote Approval Workflow

• ✅ Accept/Reject routes added
• ✅ Quote detail template updated with action buttons
• ✅ Modal for rejection with reason
• ⏳ Email templates needed: quote_accepted.html, quote_rejected.html

3. Invoice Payment Links

• ✅ Payment route added
• ✅ Invoice detail template updated with "Pay Invoice" button
• ✅ Payment status indicators

4. Dashboard Enhancements

• ✅ Pending approvals widget added
• ✅ Quick action buttons
• ✅ Statistics cards

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🚧 In Progress / Next Steps

Templates to Create:

1. templates/client_portal/approvals.html - List of pending approvals
2. templates/client_portal/approval_detail.html - Approval detail view
3. templates/client_portal/project_comments.html - Project comments (needs model update first)
4. templates/email/quote_accepted.html - Quote acceptance email
5. templates/email/quote_rejected.html - Quote rejection email

Model Updates Needed:

1. Comment Model - Add support for client comments (nullable user_id + client_contact_id)
2. ClientNotification Model - New model for in-app notifications
3. ClientNotificationPreferences Model - Notification preferences

Services to Create/Update:

1. ClientNotificationService - Handle client notifications
2. ClientReportService - Generate client-specific reports
3. Email notification triggers - Add to existing services

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📋 Remaining Features

Phase 2: Core Features

• Email notification system
• In-app notification center
• Project comments (after model update)
• Enhanced file sharing UI
• Client dashboard widgets customization

Phase 3: Advanced Features

• Client-specific reports
• Project activity feed
• Real-time updates via WebSocket
• Mobile optimizations

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🎯 Quick Wins Remaining

1. Create Approval Templates (2-3 hours)

   • Simple list view
   • Detail view with approve/reject forms

2. Create Email Templates (1-2 hours)

   • Quote acceptance/rejection emails

3. Add Notification Badge (30 minutes)

   • Update base template with notification count

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📝 Implementation Notes

Approval System

• Service layer complete (ClientApprovalService)
• Routes complete
• Need templates for UI

Quote Approval

• Routes complete
• UI buttons added
• Need email notifications

Payment Integration

• Route redirects to existing payment gateway
• UI button added
• Works with existing Stripe integration

Comments System

• BLOCKER: Comment model requires user_id (non-nullable)
• Options:
  1. Create system user for client comments
  2. Modify Comment model (recommended)
  3. Create separate ClientComment model

Recommendation: Modify Comment model to support nullable user_id with client_contact_id field.

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🔄 Next Actions

1. Create approval templates
2. Create email templates
3. Update Comment model for client comments
4. Create notification system models
5. Implement email notification triggers

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Last Updated: 2025-01-27
Progress: ~40% Complete (Routes & Core UI done, Templates & Services pending)